FusionIQ, a leading provider of digital wealth management solutions, and interVal, a prominent software provider for wealth management insights, have officially entered into a mutual referral agreement. This strategic partnership aims to transform how financial advisors in North America leverage WealthTech to enhance business health and growth opportunities for their clients.
The collaboration reflects a shared vision to democratize wealth and deliver exceptional value. By combining FusionIQ’s robust cloud-based platform with interVal’s insightful software, the partnership will empower financial advisors to scale their operations efficiently and drive profitable growth. This aligns with the growing demand for digital transformation in the wealth management industry.
FusionIQ is renowned for its comprehensive digital platform, FusionIQ One, which integrates various modules, including Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP. These tools facilitate seamless digital transformation across multiple financial services sectors. In parallel, interVal specializes in providing automated analytical insights for small and medium-sized businesses (SMBs), significantly enhancing the financial data processing capabilities of wealth management and accounting firms.
Mark Healy, CEO of FusionIQ, expressed enthusiasm about the partnership: “By joining forces with interVal, FusionIQ can present an expanding vision that empowers financial advisors with the platform and tools they need to deliver exceptional value to their clients. Our collaboration expands the technology ecosystem available to wealth management firms, democratizing data for all. interVal’s capacity to ingest and analyze financial data from SMBs in real-time uncovers hidden growth opportunities and insights. There is a huge potential for growth in North America.”
Trevor Greenway, CEO and co-founder of interVal, added, “We are thrilled to collaborate with FusionIQ, the leading cloud-native wealth management platform. With the wealth transfer and changing M&A environment in North America, where $15 trillion in sales from 2 million boomer-owned businesses is anticipated, interVal is uniquely positioned to help advisors and business owners navigate these shifts. Together with FusionIQ, we are poised to make a substantial impact.”
This partnership is committed to simplifying the growth of assets under management (AUM) through proven wealth technologies developed by both companies. interVal’s tools offer precise valuations of non-liquid assets, critical for advisors aiming to enhance service delivery and gain client referrals. Additionally, the collaboration emphasizes the importance of a unified digital workflow through the FusionIQ One platform, essential for attracting and retaining clients and talent, while boosting the efficiency and productivity of financial advisors.
